This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท Merrill Lynch
- Clients
- Retail
- Platforms
- Capital fusionOak horizon
- Established Date
- 11-25-2019
- Office Locations
- 1
Office Locations
About Ascent Wealth Management
Ascent Wealth Management is a Kalispell, MT fee-only, fiduciary advisory firm focused on helping clients transition into retirement. It provides a disciplined, step-by-step financial planning process and portfolio design covering retirement income needs, withdrawal strategy, long-term care insurance, mortgage payoff decisions, and risk/return allocation. Portfolios emphasize asset allocation using ETFs and high-quality fixed income, with custody at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
JOHN MICHAEL KNOPIK
Certified Financial Planner, Chief Compliance Officer, Managing Member, PRINCIPAL
- CRD
- #4980586
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,993,089 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,993,089 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $53,993,089
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $2,063,610,167 | 29.1% |
| U.S. Government/Agency | $1,716,129,417 | 24.2% |
| Public Funds | $1,950,147,065 | 27.5% |
| Cash | $1,361,557,223 | 19.2% |
| Total | $7,091,443,872 | 100.0% |